All Equities articles – Page 10
-
FeaturesIPE Quest Expectations Indicator - January 2024
It is safe to predict that 2024 will be a year of desperate campaigning. Political surprises in the US and UK are possible and, this time, they do make a difference to markets
-
NewsWith €620m losses, Alecta wins race to lead First Republic Bank class action
Amid woes, Swedish occupational pensions giant hails its active role in process to recover lost money
-
NewsAP7’s coal blacklist grows again, while ban on other stocks expires
Swedish pensions default fund describes blacklisting as engagement tool
-
NewsERAFP names 11 winners in multi-billion equities hiring spree
Amundi and BlackRock were among 11 winners in a European and Japanese equities hiring process by the French civil service pension scheme
-
NewsSwedish agency outlines next €17bn of premium pension tenders
FTN flags first index categories as next two procurements at end 2023 or early 2024
-
NewsKLP posts Q3 loss after NOK6bn property write-down
Norwegian pensions major says competitive situation stable, despite losing two municipal clients
-
Asset Class ReportsJapanese stock market finally lives up to expectations
Stocks rally, helped by rising inflation and corporate governance reforms
-
Asset Class ReportsEquities: Making sense of stock market concentration
The level of concentration within global equity markets is at record levels. This has significant implications for portfolio construction
-
Country ReportSwedish Fund Selection Agency ramps up procurement
As the first round of tenders for the country’s new premium pension system comes to a close, agency is preparing for the next ones
-
Asset Class ReportsAI: Moving from innovation to early adoption
Generative artificial intelligence (AI) capable of generating text, images and even music has stepped into the limelight after decades in the making. It will eventually have an impact across most industries, comparable to the impact of the internet. But while the world may have reached an inflection point in the usage of generative AI, a lot needs to happen before companies are positioned to take full advantage of the developments in large language models (LLMs) such as ChatGPT.
-
Opinion PiecesActive management is back on the menu for US pensions
Rising rates and market volatility are forcing US pension funds to rethink their approach to passive and active investing. They are realising that their US stock portfolios are not diversified enough to help protect against a correction. But change may not come so fast.
-
FeaturesIPE Quest Expectations Indicator - December 2023
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
-
NewsPFA predicts late-year boost for stocks as interest rates stabilise
Danish pensions giant still has ‘good exposure’ to tech’s big-seven stocks, and banks and pharma, says Choi Danielsen
-
NewsNorwegian SWF manager defends securities lending
Folketrygdfondet’s bonds chief Sæbø says lending shares ‘naturally belongs to a long-term investor’
-
FeaturesIPE Quest Expectations Indicator - November 2023
IPE’s monthly poll of market sentiment, asking 50 asset managers about their six to 12-month views on regional equities, global bonds and currency pairs
-
NewsPKA extends green credentials to swaps exposure with $1bn Osmosis deal
Danish labour-market pensions firm uses new product as Osmosis fills “important gap in the market”
-
NewsInarcassa’s new strategy sees cuts to equity in favour of bonds, infrastructure
Assets under management for first-pillar pension schemes, according to pension regulator Covip
-
NewsNBIM’s active management limits SWF’s portfolio-wide Q3 loss
Value of Norwegian GPFG falls back on negative investment returns and falling krone
-
AnalysisInvestors look to isolate China from EM equity portfolios, says bfinance
Several of bfinance’s institutional clients are reportedly on the verge of cutting out China from their main emerging market equity exposure
-
NewsSampension sticks to cautious equity tactics, with central banks in a bind
Danish labour-market pensions firm regrets early roll-back of equities exposure
